Raymond James Financial Services Advisors’s Westlake Corp WLK Stock Holding History

Raymond James Financial Services Advisors’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,668	Closed	-$309K	–	3375
2023 Q1	$309K	Buy	2,668 +60	+2%	+$6.92K	﹤0.01%	2627
2022 Q4	$267K	Buy	2,608 +185	+8%	+$18.6K	﹤0.01%	2671
2022 Q3	$211K	Sell	2,423 -2,836	-54%	-$272K	﹤0.01%	2825
2022 Q2	$515K	Buy	+5,259	New	+$644K	﹤0.01%	2256
2021 Q4	–	Sell	-10,807	Closed	-$985K	–	3452
2021 Q3	$985K	Buy	10,807 +7,487	+226%	+$641K	﹤0.01%	1973
2021 Q2	$299K	Buy	+3,320	New	+$322K	﹤0.01%	2722
2020 Q1	–	Sell	-3,030	Closed	-$213K	–	2877
2019 Q4	$213K	Sell	3,030 -519	-15%	-$34.9K	﹤0.01%	2538
2019 Q3	$233K	Buy	+3,549	New	+$228K	﹤0.01%	2390
2018 Q3	–	Sell	-2,177	Closed	-$234K	–	2896
2018 Q2	$234K	Buy	+2,177	New	+$244K	﹤0.01%	2392
2018 Q1	–	Sell	-2,188	Closed	-$233K	–	2748
2017 Q4	$233K	Buy	+2,188	New	+$203K	﹤0.01%	2164

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's WLK Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 2,668 shares — an estimated $309K sold.

Raymond James Financial Services Advisors first reported a position in WLK in Q4 2017 and held it in 10 quarters. The position peaked at $985K in Q3 2021. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 2,668 Westlake Corp shares in Q2 2023, an estimated $309K.
Raymond James Financial Services Advisors first reported a position in Westlake Corp in Q4 2017 and held it in 10 quarters.
Raymond James Financial Services Advisors's Westlake Corp position peaked at $985K in Q3 2021.
339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.